Dylan Patel

speaker

3,025 appearances 3 recordings 1 series first heard Aug 2025 last heard 15 Jul

Dylan Patel’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The a16z Show · From the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure · 15 Jul 2026 podcast

It's like, you know, it's like Etsy.

10% of their traffic now comes from chat.

And OpenAI makes nothing off of that, but they really, really will soon, right?

And partially that's because Amazon blocks chat, but there's a way to make money from shopping decisions, whether it's booking flights or looking for items.

And those you now say, free user, I don't care.

I'm going to send you to my best model.

I'm going to send you to agents.

I'm going to spend...

ungodly amounts of compute on you because I can make money off of this.

But if it's a query that's like, help me with my homework, I'll send you like a decent model, right?

I don't need to spend money on you.

And so this is how I think like,

opening, I can finally make money off of the free user.

And I think that's the biggest thing about the router, right?

Is that what we're seeing here?

I mean, I think definitely, right?

Like OpenAI said they doubled their rate limits for big amounts of users.

They've dramatically increased the number of tokens they're serving from this launch, which effectively says this is an economic release.

Probably also means the tokens are now cheaper, right?

Yeah, yeah, for sure, for sure.

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